Settings & Configuration

Settings Overview

The plugin has two levels of configuration, each scoped to a different audience:

• App Settings (global) — Account-wide configuration organized into seven tabs. Only accessible to Admins and designated App Admins.
• My Settings (per-user) — A read-only view of your admin-assigned approvers and capacity scheme.

Your monday.com account Admin has full control over the plugin. They can also designate App Admins — users who can manage plugin settings without needing full monday.com account admin access. Throughout this page, "Admin" refers to the monday.com account Admin, and "App Admin" refers to users granted plugin-level admin rights.

App Settings (Admin Only)

App Settings are global configurations that apply across your entire monday.com account. The settings panel is organized into seven tabs, shown in the left sidebar navigation:

1. Boards — Field mappings & board settings
2. Permissions — Roles & access control
3. Leave Settings — Leave types & approver assignments
4. Timesheet Access — Timesheet viewers & approvers
5. Workload — Default workload settings
6. Capacity — Work capacity schemes
7. Holidays — Holiday calendar schemes

1. Boards

When would I use this? Configure boards when you want to pre-configure field mappings and display settings so that a board is ready to use in the scheduler or board view without requiring setup each time.

The Boards tab shows a paginated list of all boards that have been configured for the plugin. From here you can:

• Add Board — Search for a monday.com board and create a new configuration for it
• Edit — Open the board settings editor to configure field mappings and display options
• Delete — Remove a board configuration (the board itself is not affected; it will need to be reconfigured when next used in the plugin)

Each board card in the list shows the board name, mapped fields (e.g., "Timeline, Assignees, Hours, Status"), the item level setting, and the last-updated date.

Board Settings Editor

Clicking Edit on a board opens the board settings editor, which contains three sections:

Field Mapping

Field mapping tells the plugin which monday.com columns correspond to plugin concepts like scheduled hours, assignees, and timelines.

See it in action: Getting Started — Step 3: Configure Field Mapping

Sub-item Field Mapping

When the Item Level is set to "Sub-items only" or "Both main & sub-items," a separate Sub-item Field Mapping section appears. Sub-items live on a different internal board in monday.com, so they have their own set of columns that need to be mapped independently.

The same six fields (Scheduled Hours, Scheduled Hours per Day, Assignees, Timeline, Status, Color) are available for sub-item mapping.

Display Settings

Control how items appear on the scheduler.

• Item Level — Choose which items the scheduler displays:
  • Main items only — only top-level board items
  • Sub-items only — only nested sub-items
  • Both main & sub-items — main items and sub-items together
• Color Schema — Determines how task card colors are assigned:
  • Color Picker column — colors are read from a mapped Color Picker column for manual control
  • Group color — colors match the board group color
  • Status color — colors match the Status column values

Workload Settings

Configure how scheduled hours are distributed for workload calculations on this board.

• Per-Person Hour Distribution — Three options:
  • Use account default — inherits the value from the Workload tab in App Settings
  • Enabled — task hours are divided equally among all assignees. A 10h task with 2 assignees = 5h each.
  • Disabled — each assignee gets the full task hours counted toward their workload.

2. Permissions

When would I use this? Control who can access the plugin, restrict specific users, and designate App Admins.

The Permissions tab contains three sub-tabs for managing user access and roles. For a comprehensive guide to the entire permission system — including user roles, timesheet approval, leave approval, and the full role matrix — see the dedicated Permissions & Access page.

Manage Access

Control which monday.com users can access the plugin.

• All Users toggle — When enabled, all monday.com users in your account can access the plugin. When disabled, only explicitly added users have access.
• Add/Remove users — When "All Users" is off, individually grant or revoke plugin access for specific users.

Restrict Users

Block specific users from accessing the plugin entirely. Restricted users will not see any plugin views or data.

App Admins

Designate users as App Admins who receive full app-level permissions, including the ability to manage all settings, schemes, and other users.

3. Leave Settings

When would I use this? Configure leave types and assign leave approvers for your team members.

The Leave Settings tab has two sections:

Leave Types

Create and manage leave type categories that users can select when submitting leave requests. Each leave type has:

• Name — The label shown in the leave request form (e.g., "Annual Leave," "Sick Leave," "Parental Leave")
• Description — Optional text describing the leave type

Use the Add Type button to create a new leave type. Existing types can be edited or deleted using the action icons on each row.

Leave Approvers

Assign a default leave approver for each user. When an approver is assigned, it is automatically set and locked in the leave request form, meaning the user cannot change it.

• Per-user assignment — Each row shows a user and a dropdown to select their leave approver
• Search — Filter the user list by name or email
• Bulk assign — Select multiple users with checkboxes, then assign the same approver to all of them in one action

4. Timesheet Access

When would I use this? Configure who can approve and view timesheets. Approvers automatically get view access; use the Viewers tab to grant view-only access to additional users. See Permissions & Access › Timesheet Permissions for a detailed explanation of how permission rules, approver resolution, and view access work.

The Timesheet Access tab has two sub-tabs:

Approvers

Configure who can approve timesheets. Approvers can also view all timesheets. Admins always have full access regardless of these rules.

The Approvers tab has two sections:

Rules

Rules apply to all matching users automatically. Use rules for team-wide or workspace-wide approver assignments.

• Target — Who the rule applies to: "All users" (everyone in the workspace) or a specific team
• Grantee — Who receives approval rights: a specific user or team

Per-User Assignments

Direct assignments for individual users. Use this for one-off assignments that don't fit a team-wide rule.

• Multi-select — Select multiple users and multiple approvers at once to create all combinations in one action
• Search — Filter existing assignments by user name or email
• Priority — Per-user assignments take priority over team rules, which take priority over "all users" rules

Viewers

Configure who can view all timesheets without approver privileges.

• Approvers (read-only) — Lists all users and teams that already have view access because they are configured as approvers. These entries cannot be edited here; manage them in the Approvers tab.
• Additional Viewers — Add users who should be able to see all timesheets but don't need approval rights. Use the "Add Viewer" button to search and select users.

5. Workload

When would I use this? Set account-level defaults for how workload is calculated. Individual boards can override these values in their own board settings.

The Workload tab has one setting:

• Per-Person Hour Distribution — When enabled, task hours are divided equally among all assignees for workload calculations. For example, a 10h task with 2 assignees means each person gets 5h counted toward their workload. When disabled, each assignee gets the full 10h.

This is a global default. Individual boards can override it in their board settings by choosing "Enabled" or "Disabled" instead of "Use account default."

6. Capacity

When would I use this? Configure capacity schemes when your team has members working different schedules — part-time workers, contractors, or teams in different time zones.

Manage work capacity schemes from the Capacity tab. Capacity (the number of working hours a team member is available per day) is defined through schemes. See the Work Capacity Schemes page for full details.

• Create, edit, duplicate, and delete schemes — define custom weekly hour patterns (e.g., 8h Mon–Fri, 4h on Fridays)
• Assign users to schemes — each user can be assigned to one capacity scheme at a time
• Set default scheme for unassigned users — users without an explicit assignment inherit the default scheme

See it in action: Managing capacity for a distributed team

7. Holidays

When would I use this? Set up holiday calendars when your team spans multiple countries or regions with different public holidays.

Manage holiday calendars from the Holidays tab. Holiday calendars reduce available capacity on specific dates. See the Holiday Schemes page for full details.

• Create calendars with fixed and floating holidays — fixed holidays recur annually on the same date; floating holidays change each year
• Import country-specific holidays — quickly populate a calendar with official public holidays for a given country
• Assign calendars to users — team members in different regions can have different holiday calendars

My Settings (Per-User)

When would I use this? View your admin-assigned approvers and capacity scheme to understand who reviews your timesheets and leave requests, and what work schedule applies to you.

My Settings is a read-only panel that shows your personal configuration. These values are assigned by an Admin or App Admin and cannot be changed by you directly. If something looks incorrect, contact your admin.

• Leave Approver — Shows who is assigned to approve your leave requests. If no approver is assigned, a message prompts you to contact your admin.
• Timesheet Approver — Shows who is assigned to approve your timesheets. May display a user, team, or multiple approvers depending on how rules are configured. If no approver is assigned, a message prompts you to contact your admin.
• Work Capacity Scheme — Shows which capacity scheme applies to you, along with the weekly hour breakdown per day (e.g., "40h/week, 5 days: Mon 8h, Tue 8h, ..."). A "Default" badge indicates you're using the account default scheme rather than a directly assigned one.

Related Pages

• Permissions & Access — User roles, access control, timesheet and leave approval permissions, full role matrix
• Getting Started — Initial setup and first-time configuration walkthrough
• Work Capacity Schemes — Detailed guide on configuring capacity schemes
• Holiday Schemes — Detailed guide on configuring holiday schemes
• Leave Management — Leave types, requests, and approval workflows
• Timesheets — Timesheet submission and approval process
• Resource Scheduler — Visual scheduling and field mapping in action